Visma.net ERP
Automation - overview
By using the Automation module, you can change the existing business logic associated with particular windows to fit your business processes and requirements and to set up document processing to be performed automatically.
To help users minimise input errors and save time when creating similar records or entering recurring or similar documents, Visma.net ERP provides document templates and copy-and-paste options for most windows used for data entry.
This topic covers the primary functionalities and options of the Automation module, which are described in their own topics as well.
This is an overview of screens used in automating processes.
Automation schedules (SM205020)
Automation notifications (SM205040)
Automation schedules overview (SM205030)
Managing data entry notifications
For effective work, employees need real-time information on changes in documents.
In Visma.net ERP, you can configure custom notifications on any data entry window, so that employees can sign up for the notifications they are interested in. Emails will then be sent to employees to inform them that specific documents have been modified or have a changed status.
För mer information, se About change notifications on data entry windows.
Scheduled processing
In any ERP system, the processing of documents or the validation of accounts requires significant time and system resources.
As such, this processing or validation should be performed at times when there are no employees at work, such as weekends or nights.
Other processing, such as releasing or posting documents, takes less time but also should be performed regularly, at a frequency that meets your business needs. In Visma.net ERP, you can set up automated processing for most processing windows instead of initiating the processing manually. For details, see:About scheduled processing .
Business process monitoring
In Visma.net ERP, you execute various business processes, which may require you to monitor different activities and events in the system.
To eliminate the need for users to monitor the business processes, you can configure the system to monitor the company data and to perform an action or multiple actions in the system (such as sending a email notification) by the specified schedule or if the data has been changed in the system.
To configure the system to monitor a business process, you define a business event, which is a set of conditions checked for on a schedule or a data change that the system should use to determine when to perform an action or actions.
As compared to the data entry notifications, described in About change notifications on data entry windows, business process monitoring provides wider opportunities to select the data to monitor. The system can monitor almost any data in the system without it being related to a data entry Visma.net ERP window. Business process monitoring also gives you more flexible ways to define how the data should be monitored (continuously or by schedule) and what should be done based on the results of monitoring.
